First Heartland Consultants’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

First Heartland Consultants’s Portfolio STPZ Stock Details STPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-1,938	Closed	-$102K	–	352
2013 Q2	$102K	Buy	+1,938	New	+$104K	0.06%	230

Other funds holding STPZ

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return